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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
3301
Prasad Wealth Partners
Ohio
$1.2M
RA
3302
Rise Advisors
New York
$1.2M
BDLIB
3303
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.2M
PA
3304
PSI Advisors
Florida
$1.2M
CAG
3305
Curtis Advisory Group
California
$1.2M
FA
3306
Fiducient Advisors
Illinois
$1.2M
LGWM
3307
Litman Gregory Wealth Management
California
$1.2M
FFM
3308
Flagstone Financial Management
Nebraska
$1.19M
RA
3309
Rational Advisors
New York
$1.19M
VFG
3310
Victory Financial Group
Texas
$1.19M
HG
3311
Harbor Group
New Hampshire
$1.19M
PSCM
3312
Per Stirling Capital Management
Texas
$1.19M
IAP
3313
Indie Asset Partners
Indiana
$1.19M
DEM
3314
Disciplined Equity Management
Florida
$1.19M
GCM
3315
Galibier Capital Management
Ontario, Canada
$1.19M
MAG
3316
Mayfair Advisory Group
Alabama
$1.18M
AWM
3317
Accredited Wealth Management
Kentucky
$1.18M
WPW
3318
Watershed Private Wealth
Illinois
$1.18M
OWA
3319
Opal Wealth Advisors
New York
$1.18M
CNBOF
3320
City National Bank of Florida
Florida
$1.18M
HAS
3321
Holland Advisory Services
Florida
$1.17M
CIA
3322
Compass Ion Advisors
Pennsylvania
$1.17M
NI
3323
NCP Inc
California
$1.17M
DMBA
3324
Deseret Mutual Benefit Administrators
Utah
$1.17M
JSA
3325
Jacobson & Schmitt Advisors
Wisconsin
$1.17M